RIA Intelligence

ALLEGIANT PRIVATE ADVISORS, LLC

CRD #309649 SEC #801-119298 SARASOTA, FL 941-365-3745
SEC Registered
Total AUM
$911.1M
Discretionary
$905.7M
Employees
17
Clients
101
Accounts
1,366

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 17, 2021
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KOSSOFF, MARTIN, JAYIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
KOSSOFF, MARTIN, JAYIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
KOSSOFF, MARTIN, JAYIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
KOSSOFF, MARTIN, JAYIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
KOSSOFF, MARTIN, JAYIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
KOSSOFF, MARTIN, JAYIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
CANTOR, PAUL, BRETTICHIEF OPERATING OFFICERB Control
CANTOR, PAUL, BRETTICHIEF OPERATING OFFICERB Control
CANTOR, PAUL, BRETTICHIEF OPERATING OFFICERB Control
CANTOR, PAUL, BRETTICHIEF OPERATING OFFICERB Control
CANTOR, PAUL, BRETTICHIEF OPERATING OFFICERB Control
CANTOR, PAUL, BRETTICHIEF OPERATING OFFICERB Control
JONES, BENJAMIN, WILLIAMICHIEF INVESTMENT OFFICERB Control
JONES, BENJAMIN, WILLIAMICHIEF INVESTMENT OFFICERB Control
JONES, BENJAMIN, WILLIAMICHIEF INVESTMENT OFFICERB Control
JONES, BENJAMIN, WILLIAMICHIEF INVESTMENT OFFICERB Control
JONES, BENJAMIN, WILLIAMICHIEF INVESTMENT OFFICERB Control
JONES, BENJAMIN, WILLIAMICHIEF INVESTMENT OFFICERB Control

Registrations

Federal

IA
Mar 17, 2021 REGISTERED

Notice Filings (17)

CA CO CT DE FL GA IL MA MD MI NC NH NY PA TX VA WI

Address

240 SOUTH PINEAPPLE AVE
SUITE 200
SARASOTA, FL 34236
United States
Phone: 941-365-3745